Use Contacts in 3PM Command to keep customer and business details together, assign Clients, Suppliers, and Subcontractors, and connect related people, Sites, Projects, Documents, and Custom Fields. You can also use Contact Types to classify Contacts and mark a person as a Financial Contact when needed.
To manage Contact Types, open Settings, then open Contacts Settings and select . If Contacts or Contact Types is not available, ask an administrator to check your access.
The form checks each step before allowing you to continue. Select Previous if you need to correct an earlier step.
Use the Contacts list to browse your records and use the available search, sorting, filtering, and view controls to narrow the list. Select a Contact to open its record.
From the list, you can use the available actions to:
You can also select Refresh to load the latest information.
To return to the full list, use the back control in the Contact record.
Contacts are the customer, business, and related-person records you manage. Contact Types are classifications used to organise Contacts and are managed in Settings > Contacts Settings > Contact Types.
Yes. A Contact can be assigned one or more of Client, Supplier, and Subcontractor roles.
Yes. Open the Contact record, select Contacts, and add the related people. You can mark the appropriate person as the Financial Contact.
Select the Contact's Roles first. The available Contact Type choices are filtered by those roles.
Your account access controls which areas and actions are available. Contact your 3PM Command administrator to request access.
Import and export controls are available when your account has the required access. Open Contacts and look for the import or export controls in the list toolbar.
When Xero sync is available for your account, you can sync an individual Contact from the Contact list or record, or use the list action to sync Contacts together. 3PM Command displays a confirmation when the sync request is accepted.
